Earnings summaries and quarterly performance for MASCO CORP /DE/.
Executive leadership at MASCO CORP /DE/.
Jonathon Nudi
Detailed
President and Chief Executive Officer
CEO
HM
Heath M. Eisman
Detailed
Vice President, Controller and Chief Accounting Officer
IA
Imran Ahmad
Detailed
Group President
JS
Jai Shah
Detailed
Group President
KG
Kenneth G. Cole
Detailed
Vice President, General Counsel and Secretary
RS
Renee Straber
Detailed
Vice President, Chief Human Resource Officer
RA
Richard A. Marshall
Detailed
Vice President, Masco Operating System
RJ
Richard J. Westenberg
Detailed
Vice President, Chief Financial Officer and Treasurer
Board of directors at MASCO CORP /DE/.
Research analysts who have asked questions during MASCO CORP /DE/ earnings calls.
AP
Anthony Pettinari
Citigroup Inc.
7 questions for MAS
Also covers: AMBP, AMCR, AVY +26 more
JL
John Lovallo
UBS Group AG
7 questions for MAS
Also covers: AWI, AZEK, BLDR +14 more
SK
Stephen Kim
Evercore ISI
7 questions for MAS
Also covers: AWI, BLD, DHI +11 more
MR
Michael Rehaut
JPMorgan Chase & Co.
6 questions for MAS
Also covers: AZEK, BECN, BLD +17 more
SR
Sam Reid
Wells Fargo
6 questions for MAS
Also covers: CNM, CSWI, DHI +8 more
SM
Susan Maklari
Goldman Sachs Group Inc.
5 questions for MAS
Also covers: ALH, AOS, AWI +24 more
Trevor Allinson
Wolfe Research, LLC
5 questions for MAS
Also covers: AMWD, AZEK, BECN +18 more
Matthew Bouley
Barclays PLC
4 questions for MAS
Also covers: AZEK, BLDR, CNM +18 more
Matthew Bouley
Barclays
4 questions for MAS
Also covers: CNM, DHI, FERG +7 more
Mike Dahl
RBC Capital Markets
4 questions for MAS
Also covers: BECN, BLDR, CNM +14 more
AB
Adam Baumgarten
Zelman & Associates
3 questions for MAS
Also covers: AMWD, AWI, AZEK +12 more
KH
Keith Hughes
Truist Financial Corporation
3 questions for MAS
Also covers: AMRZ, AWI, BLD +21 more
Philip Ng
Jefferies
3 questions for MAS
Also covers: AWI, AZEK, BALL +26 more
Rafe Jadrosich
Bank of America
3 questions for MAS
Also covers: AWI, BLD, BLDR +14 more
CV
Collin Varren
Deutsche Bank
2 questions for MAS
EB
Eric Bussard
Cleveland Research
2 questions for MAS
Michael Dahl
RBC Capital Markets
2 questions for MAS
Also covers: AHR, AZEK, BECN +20 more
SM
Susan McClary
Goldman Sachs
2 questions for MAS
TA
Trevor Allison
Wolfe Research LLC
2 questions for MAS
Also covers: MTH, TOL
Aatish Shah
Evercore ISI
1 question for MAS
Also covers: AWI, BLD, FBIN +1 more
Andrew Azzi
JPMorgan Chase & Co.
1 question for MAS
Also covers: AZEK, CCS, LGIH +2 more
Christopher Kalata
RBC Capital Markets
1 question for MAS
Also covers: AZEK, GMS, IBP +3 more
Garik Shmois
Loop Capital Markets
1 question for MAS
Also covers: ACA, AMWD, AWI +13 more
GA
Gregory Andreopoulos
Citigroup
1 question for MAS
Also covers: PCH, RYN
Maggie
Jefferies
1 question for MAS
MG
Maggie Grady Miller
Jefferies
1 question for MAS
Also covers: IBP, WSC
PN
Phil Ng
Jefferies Financial Group Inc.
1 question for MAS
Also covers: BALL, IP, JHX +1 more
RR
Richard Reid
Wells Fargo & Company
1 question for MAS
Also covers: CNM, DHI, FERG +5 more
SK
Spencer Kaufman
UBS Group AG
1 question for MAS
Also covers: JELD, OC
Recent press releases and 8-K filings for MAS.
Masco Corp reports Q4 2025 results
MAS
Earnings
Guidance Update
Share Buyback
- Q4 2025 revenue of $1,793 million, down 2% (3% ex-currency), with adjusted EPS of $0.82, down 8% year-on-year.
- Plumbing Products sales rose 5% to $1,248 million (16.3% operating margin), while Decorative Architectural Products fell 15% to $545 million (13.9% margin).
- Returned capital via $217 million in share repurchases (3.4 million shares) and raised the quarterly dividend 3% to $0.32 per share.
- Issued 2026 guidance of $4.10–$4.30 in adjusted EPS, with total sales expected flat to up low-single digits.
3 days ago
Masco Corp announces Q4 and full-year 2025 results
MAS
Earnings
Guidance Update
Share Buyback
- Masco reported Q4 2025 net sales down 2%, operating profit of $259 million (14.4% margin), and EPS of $0.82 per share.
- For full-year 2025, net sales decreased 3%, operating profit was $1.3 billion (16.8% margin), EPS was $3.96, and return on invested capital reached 41%; $832 million was returned to shareholders.
- For 2026, Masco expects sales to be flat to up low single digits and operating margin to expand to ~17%.
- The board raised the 2026 dividend by 3% to $1.28 per share, authorized a $2 billion share repurchase program, and plans to deploy ~$600 million of free cash flow to repurchases or acquisitions.
- Integration of Liberty Hardware into the plumbing segment sets full-year margins at ~18% for plumbing and ~19% for decorative architectural products.
3 days ago
Masco reports Q4 2025 results and 2026 guidance
MAS
Earnings
Guidance Update
Share Buyback
- Net sales decreased 2% (3% in local currency) in Q4, with operating profit of $259 million (14.4% margin) and EPS of $0.82.
- For FY 2025, sales declined 3% (2% ex-divestiture/currency), operating profit was $1.3 billion (16.8% margin), EPS $3.96, and $832 million returned to shareholders.
- Q4 segment highlights: plumbing sales up 3% in local currency (North America +4%, International +1%) with $240 million op profit; decorative sales down 15% with $76 million op profit.
- 2026 outlook: sales flat to up low single digits, overall margin ~17%, plumbing margin ~18%, decorative margin ~19%, EPS $4.10–$4.30, dividend up 3% to $1.28 and $2 billion share buyback.
3 days ago
Masco reports Q4 2025 results and 2026 guidance
MAS
Earnings
Guidance Update
Share Buyback
- Masco's Q4 sales fell 2%, or 3% in local currency, with operating profit of $259 million (margin 14.4%) and EPS of $0.82.
- Plumbing segment sales rose 5% (3% ex-currency) with operating profit of $204 million (margin 16.3%), while decorative architectural sales dropped 15% (margin 13.9%).
- FY2025 sales declined 3% (2% ex-currency/divestiture), with operating profit of $1.3 billion (margin 16.8%), EPS $3.96, ROIC 41%, and $832 million returned to shareholders.
- 2026 outlook calls for sales flat to up low single digits, operating margin ~17%, EPS $4.10–$4.30, a 3% dividend increase to $1.28/share, and a new $2 billion buyback program.
3 days ago
Masco reports Q4 and full-year 2025 results
MAS
Earnings
Guidance Update
Share Buyback
- Masco reported Q4 net sales of $1,793 M, down 2% y-o-y, and adjusted EPS of $0.82, down 8% y-o-y.
- For FY 2025, net sales were $7,562 M, down 3%, and adjusted EPS of $3.96, down 3%.
- Liquidity at the end of Q4 was $1,647 M, including $1,000 M revolver availability.
- 2026 guidance targets adjusted EPS of $4.10–$4.30 and broadly flat sales to low-single-digit growth in local currency.
- The Board declared a $0.32 quarterly dividend and authorized a $2.0 B share repurchase program.
3 days ago
Masco reports Q4 2025 and full-year results
MAS
Earnings
Guidance Update
Dividends
- Q4 net sales decreased 2% to $1,793 million; Q4 adjusted EPS decreased 8% to $0.82
- Full-year 2025 net sales decreased 3% to $7,562 million; adjusted EPS decreased 3% to $3.96
- 2026 EPS guidance of $3.91–$4.11 and adjusted EPS $4.10–$4.30 per share
- Declared a quarterly dividend of $0.32 per share and authorized a $2.0 billion share repurchase program
- Announced integration of Liberty Hardware into Delta Faucet to streamline operations
3 days ago
Masco outlines strategy and tariff mitigation at Baird Global Industrial Conference
MAS
Share Buyback
M&A
Guidance Update
- Capital allocation framework prioritizes reinvestment (2–2.5% of net sales), maintaining a BBB credit rating, a 3% dividend payout, and returning cash via buybacks/M&A; available cash for repurchases and acquisitions raised to $500 M.
- Reconfirmed growth algorithm targeting 3–5% organic growth (premised on 2–4% R&R industry growth), supplemented by bolt-on M&A; new CEO John Nudi fully aligned with strategic priorities.
- Tariff impact estimated at $150 M in-year and $270 M annualized, with a 10% China IEPA reduction; mitigation through sourcing shifts, cost reductions, and pricing has largely offset 2025 headwinds, aiming for full neutralization in 2026.
- Margin targets of 20% in plumbing and 19–20% in decorative architectural products reaffirmed; margins rose from 15.6% (2022) to 17.5% (2024), with tariffs delaying further expansion.
- R&R demand projected to normalize to 2–4% long-term growth after COVID-driven pull-forward and current deferral; recovery catalysts include consumer confidence, tariff stability, and lower interest rates.
Nov 12, 2025, 4:15 PM
Masco reports Q3 sales decline, returns $188M to shareholders
MAS
Earnings
Share Buyback
Dividends
- 3% sales decline to $1.92 billion in Q3 2025; plumbing products segment up 2%
- Adjusted operating profit $312 million and adjusted EPS $0.97, down 10% yoy and missing estimates
- Returned $188 million to shareholders via dividends and buybacks; repurchased 1.75 million shares for $123.51 million (9.76% of plan)
- Gross margin fell from 36.6% to 34.2%; operating margin down 220 bps to 15.8%
- Stock performance: –5.7% YTD vs S&P 500 +17.2%; maintains Altman Z-Score of 4.04 and institutional ownership of 95.44%
Oct 29, 2025, 2:21 PM
Masco announces Q3 2025 results
MAS
Earnings
Guidance Update
Share Buyback
- Net sales decreased 3% (2% in local currency ex-Kichler), operating profit was $312 M (16.3% margin), and EPS was $0.97.
- Plumbing segment sales rose 1% in local currency with $204 M operating profit (16.4% margin); Decorative Architectural sales fell 12% (6% ex-Kichler) with a 19.1% margin.
- DIY paint sales declined mid-single digits while pro-paint grew low single digits; returned $188 M to shareholders via dividends and repurchased $124 M of stock.
- 2025 EPS guidance narrowed to $3.90–$3.95 (from $3.90–$4.10), with full-year sales expected down low single digits and an operating margin of about 16.5%.
- Annualized tariff impact estimated at $270 M ($140 M China; $130 M other), with $150 M in-year impact and mitigation efforts expected to largely offset costs.
Oct 29, 2025, 12:00 PM
Masco reports Q3 2025 earnings
MAS
Earnings
Guidance Update
Share Buyback
- For the quarter, net sales decreased 3% (down 2% in local currency ex-Kichler), with operating profit of $312 million (16.3% margin) and EPS of $0.97.
- Plumbing segment saw 1% sales growth in local currency and $204 million operating profit (16.4% margin), while Decorative Architectural sales fell 12% (–6% ex-Kichler) with $128 million op profit (19.1% margin).
- Tariff headwinds drove a $15 million Q3 hit, contributing to a $270 million annualized tariff cost (with $150 million in-year 2025 impact), to be mitigated by cost savings, sourcing shifts, and pricing actions.
- Returned $188 million to shareholders (including $124 million in buybacks), ended Q3 with $1.6 billion liquidity, and updated 2025 guidance to sales down low single digits, margin ~16.5%, and EPS $3.90–$3.95.
Oct 29, 2025, 12:00 PM
Quarterly earnings call transcripts for MASCO CORP /DE/.
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